How do legal teams keep track of contract versions?

Keep one authoritative copy in a system with version history and page level permissions, and edit in place rather than emailing attachments around. Version confusion starts the moment a document travels as a file. In Tixio Wiki the draft stays on one page, every change is recorded, and inline comments keep the argument about a clause attached to that clause.

What should a compliance calendar include?

A compliance calendar should list every recurring obligation with a named owner and a due date: policy reviews, register updates, conflict refreshes, regulatory filings and attestation cycles. The useful part is recurrence, not the list itself. In Tixio Projects each obligation is a recurring task with an assignee, shown in Calendar view next to one off filing deadlines.

How do law firms build a precedent bank?

Start with the ten documents your team reuses most, strip the client specific detail, and store them as nested pages with an owner and a review date on each one. Precedent banks fail when nobody maintains them. Version history shows when a template was last touched, and page level permissions keep working drafts separate from approved precedent.

Does Tixio work for law firms and compliance teams?

Yes, for matter tracking, precedent and policy management, deadlines, time tracking and team communication. Tixio is a general work operating system rather than legal specific software. Firms use Wiki for the precedent bank and policy library, Projects for matters and compliance calendars, and Chat and Meetings for the conversation around both.

How much does Tixio cost for a 15 person legal team?

Tixio Team is 9 dollars per user per month billed monthly, or 6.30 dollars billed yearly, so 15 people cost 1,134 dollars a year on annual billing. That covers unlimited projects, all views, automations, role based access control and guest users. Enterprise pricing is custom and adds SSO and SAML, audit logs and API access.

Can Tixio track billable hours?

Tixio tracks time against tasks inside Projects, so hours attach to a specific matter instead of a standalone timer filled in from memory. Project reports summarise where the time went. Tixio does not raise client invoices or handle trust accounting, so most firms export the time data into their existing billing system.

Is Tixio a good alternative to Confluence for legal knowledge management?

Tixio Wiki covers the same ground as Confluence for a precedent bank and policy library: nested pages, version history, inline comments, page level permissions and global search. The difference is that matters, filing deadlines, chat and meetings sit in the same product, so you are not paying for and switching between four separate tools.

Can Tixio replace our shared drive for matter files?

Partly, and it is worth being precise about the line. Tixio Wiki replaces the drive for documents your team writes and edits: templates, policies, memos and matter notes. It is not a document management system with legal hold, retention rules or e-discovery, so teams with those obligations keep their DMS for the record copy.

Tixio Journal

Tixio for legal and compliance teams | Every matter in one place

Tixio gives legal and compliance teams one workspace for matter tracking, a precedent bank with version history, filing deadlines, billable time and the conversation around all of it.

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Written byUmana

PublishedJune 5, 2026

Tixio for legal and compliance teams | Every matter in one place

Most legal and compliance work goes wrong in the gap between the engagement letter and the filing deadline.

The matter file is spread across a shared drive, an inbox and somebody's desktop. The contract redline has four versions and no clear owner. The conflict check was done, probably, by email.

Tixio is one workspace where the precedent bank, the matter tracker, the compliance calendar and the conversation about all three live in the same place.

Why matter work turns into version roulette

The matter file is not actually a file. It is an engagement letter in email, a redline on a drive, notes in a legal pad and a deadline in one person's head.
Nobody trusts the version label. Once final_v3_REVISED exists, people stop reading file names and start interrupting the responsible partner, which costs two people an hour.
Conflict checks leave no trail. A check run over email is invisible six months later when the client asks how you cleared it.
Filing deadlines sit in calendars nobody else can see. One person's holiday becomes a compliance incident.
Precedent is tribal knowledge. The good indemnity clause exists, but only three people remember which matter it came from.
Attestations get chased by hand. Policy sign off turns into a spreadsheet and forty reminder emails, and then the auditor asks for evidence.

What Tixio does for legal and compliance teams

Tixio replaces the wiki, the task tool, the chat app and the meeting tool with one system. Five parts matter most here.

Tixio Wiki: a precedent bank and policy library with version history

Your templates, clause bank and policy library live in Tixio Wiki as nested pages with version history, so you can see what changed and who changed it. Page level permissions let associates use the template library while the privileged memo stays with the matter team. Inline comments keep the argument about clause 8.2 attached to clause 8.2 instead of buried in a reply all thread. Real time co-editing means two people drafting the same policy do not end up with two policies.

Tixio Projects: matter tracking and a compliance calendar that does not forget

Every matter becomes a project in Tixio Projects with custom fields for client, matter number, responsible partner, jurisdiction and risk rating. Kanban shows stage, Calendar view shows filing deadlines, List shows the daily grind. Recurring tasks carry the compliance calendar: the quarterly policy review, the annual conflict refresh, the monthly register update. Subtasks break a filing into the steps somebody actually performs.

Time tracking: billable hours recorded where the work happens

Time tracking sits inside Projects, so hours attach to the matter task rather than a separate timer people fill in on Friday from memory. Project reports show which matters ate the week. To be clear about the limit: Tixio records time, it does not raise client invoices, so you export the numbers into whatever bills your clients.

Chat and Meetings: the matter conversation, kept

Chat gives each matter a channel with threads, file sharing and scheduled reminders, which keeps the negotiation out of everyone's inbox. Tixio Meetings adds native video with recording, AI transcription and summaries, plus notes and action items that sync straight to tasks. The point you agreed on the call becomes a task with a name and a date on it.

Tixio Connect lets you share one Project, Wiki or Board with people in another Tixio workspace without opening up the rest of your workspace. That covers co-counsel on a joint matter, or a client who wants to see where the deal stands without another status email.

How a matter runs in Tixio, start to finish

A new instruction arrives. You create a matter project from a template, fill in the custom fields for client, matter number and jurisdiction, and the conflict check is the first task, assigned with a due date.
The conflict check is completed inside that task, with the result and the sources noted in a comment. It stays there, timestamped, for the next time anyone asks how it was cleared.
The engagement letter is drafted from the precedent bank in Wiki, marked up with inline comments by the responsible partner, and approved on the same page it was written on.
Filing deadlines go into the project Calendar view. Recurring compliance items sit next to them, so the quarterly register update is never a surprise on a Thursday afternoon.
The contract redline runs as a task with one owner and a visible stage, and the negotiation history lives in the task comments instead of seventeen forwarded emails.
Time is tracked against matter tasks while the work happens, and the monthly project report tells you which matters were profitable and which were not.
When the audit request list arrives, it becomes its own project. Each requested item is a task with an owner, a link to the evidence in Wiki and a due date, so there is one place to look instead of a rolling email thread.

What you can stop paying for

A typical legal and compliance stack is a knowledge tool, a project tool, a chat app, a video tool and a whiteboard, which lands somewhere between 40 and 60 dollars per user per month once you add the tiers up. Tixio Team is 9 dollars per user per month, or 6.30 billed yearly, and covers unlimited projects, all views, automations, unlimited Canvas, role based access control and guest users.

For a 15 person legal team on annual billing that is 1,134 dollars a year for the whole stack. See pricing for the exact tiers.

What you should keep paying for: your document management system if you need legal hold, your e-discovery platform, your practice management and billing system, and your e-signature tool. Tixio does none of those.

Access, permissions and data protection

Role based access control and page level permissions come with the Team plan, along with advanced sharing and guest users. Enterprise adds SSO and SAML, audit logs, API access and dedicated onboarding, which is usually what a client security questionnaire is asking about.

Data protection details are on the GDPR page. We are not going to claim a certification we do not hold, so if your client questionnaire names a specific standard, ask us directly through contact and you will get a straight answer.

Who this is for

Small and mid sized firms, in house legal teams and compliance functions that outgrew the shared drive and the email thread. It works best where five to fifty people need the same version of the same document and somebody is accountable for a deadline.

This is probably not for you if what you actually need is a document management system with legal hold, an e-discovery platform, trust accounting and matter billing, or e-signature. Tixio is not any of those and cannot pretend to be. Most legal teams keep their DMS and their billing system, and use Tixio for everything that currently lives in email.

Getting started

Pick your three most reused documents, usually the engagement letter, the standard NDA and the indemnity clause you always argue about, and put them in a Wiki page with permissions set. Then run one live matter as a project for two weeks. That takes about an hour to set up and tells you more than any demo.

Tixio comes with 14 days of full access, free, no credit card required.